U.S. Equity Market Outperformance

U.S. Equity Market Outperformance According to Gavekal, U.S. outperformance is mainly cyclical, not structural, and best investment opportunities could be in non-US assets. Image: Gavekal, Macrobond

Mega-Cap Growth Stocks vs. S&P 500

Mega-Cap Growth Stocks vs. S&P 500 This chart highlights the outperformance YTD of mega-cap growth stocks vs. the S&P 500. Image: Deutsche Bank Asset Allocation